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Marks Group Wealth Management’s Alibaba BABA Stock Holding History

Marks Group Wealth Management’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,746
Closed -$326K – 308
2021
Q4 		$326K Sell
2,746
-85
-3% -$12.4K 0.04% 266
2021
Q3 		$416K Sell
2,831
-507
-15% -$92.2K 0.06% 214
2021
Q2 		$757K Buy
3,338
+274
+9% +$60.9K 0.1% 155
2021
Q1 		$694K Buy
3,064
+706
+30% +$173K 0.1% 157
2020
Q4 		$548K Sell
2,358
-20
-0.8% -$5.55K 0.09% 169
2020
Q3 		$699K Buy
2,378
+95
+4% +$25K 0.13% 150
2020
Q2 		$492K Buy
2,283
+433
+23% +$90.2K 0.1% 163
2020
Q1 		$360K Buy
1,850
+401
+28% +$83.7K 0.09% 168
2019
Q4 		$307K Buy
+1,449
New +$272K 0.06% 198

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Group Wealth Management's BABA Position: Q1 2022 in Review

Marks Group Wealth Management sold out of Alibaba (BABA) in Q1 2022, closing a stake of 2,746 shares — an estimated $326K sold.

Marks Group Wealth Management first reported a position in BABA in Q4 2019 and held it in 9 quarters. The position peaked at $757K in Q2 2021. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Marks Group Wealth Management reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 2,746 Alibaba shares in Q1 2022, an estimated $326K.
  • Marks Group Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 9 quarters.
  • Marks Group Wealth Management's Alibaba position peaked at $757K in Q2 2021.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Marks Group Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.